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Continuum Advisory’s Simplify Opportunistic Income ETF CRDT Stock Holding History

Continuum Advisory’s Portfolio CRDT Stock Details CRDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
446,026
+14,316
+3% +$332K 0.85% 23
2026
Q1 		$9.73M Buy
431,710
+45,466
+12% +$1.05M 0.93% 22
2025
Q4 		$9M Sell
386,244
-37,365
-9% -$874K 0.9% 21
2025
Q3 		$10M Buy
+423,609
New +$10.2M 1.06% 17

Other funds holding CRDT

ACA
Ascension Capital Advisors Houston, Texas $356M AUM 16.16% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
TW
Trajan Wealth Scottsdale, Arizona $2.65B AUM 17.06% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return
TAP
Tounjian Advisory Partners Fort Myers, Florida $234M AUM 22.4% 1-Year Est. Return

Continuum Advisory's CRDT Position: Q2 2026 in Review

Continuum Advisory increased its Simplify Opportunistic Income ETF (CRDT) stake by 3.3% in Q2 2026, buying an estimated $332K and bringing the position to 446,026 shares worth $10.5M. The position accounts for 0.85% of the portfolio, ranked #23.

Continuum Advisory first reported a position in CRDT in Q3 2025 and has held it in 4 quarters since. 17 funds tracked by Wall St. Rank hold CRDT as of Q2 2026.

  • Continuum Advisory held 446,026 shares of Simplify Opportunistic Income ETF worth $10.5M as of Q2 2026.
  • Continuum Advisory bought 14,316 Simplify Opportunistic Income ETF shares in Q2 2026, an estimated $332K.
  • Simplify Opportunistic Income ETF made up 0.85% of Continuum Advisory's portfolio in Q2 2026, its #23 holding.
  • Continuum Advisory first reported a position in Simplify Opportunistic Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 17 funds tracked by Wall St. Rank held Simplify Opportunistic Income ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.